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Kerr Financial Planning’s AstraZeneca AZN Stock Holding History

Kerr Financial Planning’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9K Hold
110
– – 0.02% 276
2026
Q1 		$20.5K Buy
110
+55
+100% +$10.6K 0.01% 277
2025
Q4 		$20.7K Sell
55
-67
-55% -$11.8K 0.03% 275
2025
Q3 		$21.9K Buy
+122
New +$18.5K 0.03% 258

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kerr Financial Planning's AZN Position: Q2 2026 in Review

Kerr Financial Planning held its AstraZeneca (AZN) position steady in Q2 2026 at 110 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #276.

Kerr Financial Planning first reported a position in AZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.9K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kerr Financial Planning held 110 shares of AstraZeneca worth $20.9K as of Q2 2026.
  • Kerr Financial Planning left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #276 holding.
  • Kerr Financial Planning first reported a position in AstraZeneca in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's AstraZeneca position peaked at $21.9K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.